Angel Lee
Lower Rates Create Opportunities in Today’s Mortgage Market
Low mortgage rates have sparked a refinancing wave that could create opportunities for investors in mortgage-backed securities.
Challenging Environment Calls for Defensive Approach in Equities
Portfolio Manager Justin Tugman says slowing growth and rising multiples are making for a difficult investment environment. In his opinion, equities remain attractive, but investors should consider a defensive approach.
ECB: Super Mario Bros. 2 (Kitchen Sink Edition)
Andrew Mulliner, CFA, a Global Bonds Portfolio Manager, reflects on the European Central Bank’s decision to cut rates and bring back quantitative easing.
“Don’t you, forget about me”
Guy Barnard and Nicolas Scherf, Co-Managers of the Janus Henderson Horizon Pan European Property Equities Fund, highlight that, while newsflow in Europe and the property sector has been mixed over recent months, the fundamentals for the European property equities market remain robust, with increasing value to be found for the active investor.
Asian dividend growth: mostly decoupled from global turbulence
Sat Duhra, Co-Manager of the Janus Henderson Asian Dividend Income Strategy along with Mike Kerley, explains why Asia is leading the way in dividend growth. Sat also identifies the best dividend-paying sectors and discusses the impact of ongoing US-China trade friction on portfolio positioning.
US core CPI inflation: fade the pick-up
US annual CPI inflation excluding food and energy rose to 2.39% in August, the highest since 2008. Is the pick-up in core inflation long predicted by Phillips curve adherents finally materialising? A detailed examination suggests not. The ex. food and energy measure has been pushed up by the goods and medical care components –
Asia: a dividend growth leader
Asian companies are paying dividends at a rate fast outpacing those in developed markets. Sat Duhra, Co-manager of Janus Henderson’s Asian dividend income portfolio, explains the significance of this trend and why it should not be ignored.
Unquestionably stronger – what TLAC means for investors
The Australian Fixed Interest Team evaluate the tension between the RBA and the major banks and how much of the RBA’s 50bps cut in the official cash rate has been passed onto borrowers.
UK/US equities: reversal of fortunes?
In this video, Luke Newman, Fund Manager, discusses the opportunities that he sees in UK domestic equities and why the tides may be turning for some US companies.